How to find SUM - Group by Year

[Pandey19]

Hi,

I've my input like below

MAR YTD BAL	JUN YTD BAL	SEP YTD BAL	DEC YTD BAL	OUTPUT CYCLE/YEAR
$0	$0	$0	$0	F2021
$79,771,846.14	$67,724,757.77	$58,196,009.18	$48,970,909.29	F2021
$0	$0	$0	$1.61	F2021
$0	$0	$0	$0	F2021
$11,807,123,617.58	$10,068,028,616.10	$9,501,283,617.15	$217,261,759.51	F2021
$7,011,296,443.35	$6,880,874,855.43	$3,082,921,837.10	$4,475,362,432.55	F2021
$115,461,052.75	$201,793,414.47	$0	$0	F2020
$0	$0	$86,051,617.81	$72,066,713.67	F2020
$0	$0	$5	$0	F2020
$0	$0	$0	$0	F2020
$28,348,054,921.96	$31,308,011,333.22	$23,834,680,627.26	$13,747,234,028.70	F2020
$18,540,348,421.84	$14,905,906,255.67	$8,253,115,703.08	$9,584,090,945.10	F2020

And i'm running my workflow every qyarter and i want to find SUM value based on logic.

If i'm running for Q1 then it should calculate SUM(MAR) for only current year and SUM(DEC) for last year.

For Q2, it should take SUM(JUN) and SUM(MAR) of same year.. Likewise for all quarters.

SO my output should look like  below-

MAR YTD BAL	DEC YTD BAL
$0	$0
$79,771,846.14	$72,066,713.67
$0	$0
$0	$0
$11,807,123,617.58	$13,747,234,028.70
$7,011,296,443.35	$9,584,090,945.10

$18,898,191,907

$23,403,391,687

How to achieve this? I just 

[RolandSchubert]

Hi @Pandey19 ,

an approach would be to create a kind of "matchcode" for quarter/previous quarter and year/year for previous quarter. A Join tool can be used to select the respective quarters.

I used a Text Input to to select the current quarter/year and, this could also be calculated based on current date or selected using interface tools.

What do you think?

Best,

Roland